Timothy Williamson, financial advisor Boston MA
93 score

Timothy Williamson

CRD Number: 5616539
Current Firm: Eaton Vance Management

Timothy Williamson (CRD# 5616539) is an Investment Advisor Representative working at Eaton Vance Management in Boston, MA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Eaton Vance Distributors, Inc. Boston, MA Nov 2012 - Current 4
Eaton Vance Distributors, Inc. Boston, MA Nov 2012 - Current 4
Eaton Vance Management Boston, MA Jan 2012 - Oct 2012 < 1
Eaton Vance Distributors, Inc. Boston, MA Jan 2012 - Oct 2012 < 1
Eaton Vance Management Boston, MA Jun 2010 - Jan 2012 1
Eaton Vance Distributors, Inc. Boston, MA Dec 2009 - Jan 2012 2
Eaton Vance Distributors, Inc. Boston, MA Aug 2008 - Dec 2009 1
Gentle Giant Moving Company Providence, RI Jun 2006 - Jun 2008 2
Anotine Williams & Associates Financial Services Shelborne, VT Jan 2008 - May 2008 < 1
Full-time Education Colchester, VT Sep 2004 - May 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2009
S66 NASAA Uniform Combined State Law Examination May 2010
Contact Info for Timothy G. Williamson
Phone Number: 617-482-8260
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    84,236
    MILLIONS
  • Total Number of Accounts
    18,416
    ACCOUNTS
  • Average Account Value
    $4,574,072
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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